Private Client Advisor: Wealth Solutions & Relationships

KeyBank; Oregon (WI); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Extensive benefits package

Job summary

KeyBank is hiring a Private Client Banker in Oregon. The PCB will be instrumental in delivering tailored financial solutions to clients with up to $2M in assets, focusing on building long-term relationships.

Essential qualifications include a High School Diploma, relevant licenses upon hire, and experience in client financial management. The role offers a competitive base hourly rate between $25.00 and $38.46, plus incentive compensation.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Interpersonal skills to build rapport quickly with clients.
• Licenses such as FINRA S6, S63, and Life and Health Insurance required.

Responsibilities

• Deliver financial solutions aligning with client needs.
• Open personal and business accounts as required.
• Ensure compliance with operational procedures.

Skills

Client financial assessment

Sales and referral goals

Relationship building

Time management

Knowledge of investment strategies

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Windows and Office Products

Digital technology (mobile, apps, web)

Job description

KeyBank is hiring a Private Client Banker in Oregon. The PCB will be instrumental in delivering tailored financial solutions to clients with up to $2M in assets, focusing on building long-term relationships.

Essential qualifications include a High School Diploma, relevant licenses upon hire, and experience in client financial management. The role offers a competitive base hourly rate between $25.00 and $38.46, plus incentive compensation.